1y return+21.3%S&P 500 +20.9%
3y return+52.9%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2022: $160 against $195 in the S&P 500.2
Hamilton Capital Partners Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| MUMicron Technology Inc | $132.7M | 3.9% | −33.4% |
| AMDAdvanced Micro Devices Inc | $129.4M | 3.8% | −33.8% |
| SGOViShares 0-3 Month Treasury Bond ETF | $128.8M | 3.7% | −12.3% |
| VOOVanguard S&P 500 ETF | $127.2M | 3.7% | +16.5% |
| TLTiShares 20(plus) Year Treasury Bond ETF | $103.9M | 3.0% | |
| AAPLApple Inc | $87.6M | 2.5% | +3.8% |
| GOOGLAlphabet Inc | $87.0M | 2.5% | |
| TSLATesla Inc | $85.5M | 2.5% | +5.5% |
| NVDANVIDIA Corp | $84.5M | 2.5% | |
| AMATApplied Materials Inc | $83.6M | 2.4% | |
| AVGOBroadcom Inc | $82.7M | 2.4% | −5.3% |
| AMZNAmazon.com Inc | $81.8M | 2.4% | |
| METAMeta Platforms Inc | $77.9M | 2.3% | +14.4% |
| MSFTMicrosoft Corp | $77.4M | 2.2% | +8.4% |
| INTCIntel Corp | $77.3M | 2.2% | −39.0% |
| LRCXLam Research Corp | $76.9M | 2.2% | +1.1% |
| NFLXNetflix Inc | $62.8M | 1.8% | +18.2% |
| VGLTVanguard Long-Term Treasury ETF | $61.0M | 1.8% | +3.9% |
| PLTRPalantir Technologies Inc | $59.8M | 1.7% | +26.8% |
| QQQMInvesco Nasdaq 100 ETF | $56.4M | 1.6% | +8.5% |
| LLYEli Lilly & Co | $52.2M | 1.5% | +3.9% |
| CSCOCisco Systems Inc | $47.8M | 1.4% | −4.7% |
| CATCaterpillar Inc | $47.6M | 1.4% | −8.2% |
| Exxon Mobil CorpCUSIP 30231G102 | $44.5M | 1.3% | |
| JNJJohnson & Johnson | $43.8M | 1.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANVIDIA Corp | December 31, 2023 | +304.0% | $84.5M |
| AMDAdvanced Micro Devices Inc | December 31, 2023 | +294.1% | $129.4M |
| Anglogold Ashanti PlcCUSIP G0378L100 | March 31, 2024 | +264.4% | $23.5M |
| AVGOBroadcom Inc | December 31, 2023 | +238.4% | $82.7M |
| GEGeneral Electric Co | December 31, 2023 | +192.8% | $34.3M |
| CATCaterpillar Inc | March 31, 2024 | +190.6% | $47.6M |
| NEMNewmont Corp | March 31, 2024 | +160.6% | $23.1M |
| GOOGLAlphabet Inc | December 31, 2023 | +155.8% | $87.0M |
| JPMJPMorgan Chase & Co | December 31, 2022 | +144.1% | $38.7M |
| WPMWheaton Precious Metals Corp | March 31, 2024 | +138.3% | $23.9M |
Sold off last quarter
- MTBM&T Bank Corp was $708K
- NU Holdings Ltd/Cayman IslandsCUSIP G6683N103 was $687K
- ALLAllstate Corp/The was $533K
- TRVTravelers Cos Inc/The was $464K
- METMetLife Inc was $336K
- APOApollo Global Management Inc was $327K
- TWTradeweb Markets Inc was $283K
- Essent Group LtdCUSIP G3198U102 was $206K
- MKTXMarketAxess Holdings Inc was $204K
- KMPRKemper Corp was $166K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.0% | +14.8% |
| March 31, 2026 | −1.6% | −4.6% |
| December 31, 2025 | +3.2% | +2.4% |
| September 30, 2025 | +9.6% | +7.8% |
| June 30, 2025 | +9.1% | +10.5% |
| March 31, 2025 | −1.7% | −4.6% |
| December 31, 2024 | −0.9% | +2.1% |
| September 30, 2024 | +5.0% | +5.4% |
| June 30, 2024 | +3.2% | +4.0% |
| March 31, 2024 | +8.3% | +10.0% |
| December 31, 2023 | +4.7% | +11.2% |
| September 30, 2023 | −3.4% | −3.6% |
| June 30, 2023 | +3.0% | +8.3% |
| March 31, 2023 | +1.3% | +7.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Hamilton Capital Partners Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2141005&type=13F-HR&dateb=&owner=include&count=40CIK 2141005
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2141005/000121390026089686/Filed August 14, 2026 · accession 0001213900-26-089686